Chapter Events -- Past

2/8/2022 at Dave & Busters (Ward Village - free parking)

Lunch at 11:30 am               Program:   Noon to 1:15 pm

Please register by February 2nd since we have to submit lunch count.  This is NOT a virtual meeting.

Topic:     Market Rate Cash Balance Plans 
              (Accepted for -1- CFP® CE Credit)

Cash Balance Plans (CBPs) are being used more frequently by employers as enhanced retirement savings vehicles.  While CBPs have been in use for decades, more are now deploying market-return interest crediting on the accounts.  This design feature greatly reduces the risks that are inherent in “traditional” CBPs that use a fixed interest rate promise.  This session provides basic education on CBPs, explains the correlation to standard DC plans, and highlights the different CBP design options.  The goal is to equip advisors with everything they need to have meaningful discussions with their clients about this powerful retirement plan option.

    Speaker:  Alex Kuhel, Partner -- OctoberThree

Alex Kuhel is a member of the actuarial consulting team and leads the Private Market practice at October Three. During his 25-year career, Alex has consulted with clients ranging from sole-proprietorships to large corporations. He specializes in helping business owners and partnerships design and manage optimal retirement programs for their organizations. Alex’s mission is to connect these employers with October Three’s approach to plan design and client service, and its innovative technology that is not otherwise available in the small-business marketplace. Alex believes that providing closely-held companies access to our ideas, services and technology will modernize the industry for this market segment.

Alex is an Associate of the Society of Actuaries (ASA), an Enrolled Actuary (EA), and a member of the American Society of Pension Professionals and Actuaries (MSPA). Alex received a B.S. in Actuarial Science from the University of Iowa.

March 8, 2022 (Tuesday) - Dave & Busters (Ward Village) -- 11:30 am (lunch)  12:00 pm (program)
       

    Speaker:     Roger Khlopin, CFA® - Senior VP & Chief Investment Officer -- Bank of Hawaii

Mr. Khlopin as CIO manages over $6 bilion in discretionary client assets.  He has over 25 years of investment management experience including 20 years at Bank of Hawaii.  He is a CFA® and earned a B.S. degree from New York University and completed a graduate certificate in Professional Accounting from the University of Hawaii.

Topic:       Are We Living in a Bubble?

Inflation has surged to the highest level in close to 40 years and the Federal Reserve is about to raise interest rates.  Is the bull market in stocks about to end?  The program will provide an overview of the factors that have been driving assset prices to higher and higher levels.  Mr. Khlopin will share his perspectives on inflation, interest rates, the stock market and what we can expect in 2022.    (Program accepted for -1- CFP® CE credit by CFP® Board -- id#299921)

Cost:     $40 for Lunch/Program Participants for this individual meeting

             $45 for Guests for this individual meeting

For Annual Program Fee Participants --  no charge for lunch

April 12, 2022  (Tuesday) -- Dave & Busters at Ward Village
Lunch at 11:30 am             Program:  Noon to 1:15 pm

Please note that the there is no fee to attend the presentation.  The fee that you are paying is for lunch.

Speaker:  Jane Burigsay, Public Affairs Specialist- Social Security Administration

Jane Burigsay has over 20 years with the Social Security Administration.  She conducts numerous presentations on Social Security programs across Hawaii and is the liason between congressional offices, community organizations, disability advocates, the military, the media and other government agencies.

Topic:   Social Security

Always a popular program....understand what Social Security means to your clients financial futures. Issues to be discussed
are:  retirement;  spouse's retirement;  survivor, disability and dependent children benefits.  An overview of factors to
consider prior to retirement, filing information and Medicare enrollment periods will be covered.  The expanded online
services available will also be explained.   www.SocialSecurity.gov/myaccount

This program has been accepted for -1- CFP® CE Credit.

May 10, 2022 (Tuesday) -- Dave & Busters at Ward Village (in Paina Hale)
Lunch at 11:30 am    Program at Noon

      Speaker:  NILS BIERKAMP, PhD -- Porfolio Strategist,  Fidelity Investments

Dr. Bierkamp offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses.  He works to arm financial advisors with tools, know-how, and confidence to build robust model portfolios and explain them to their clients.  Prior to joining Fidelity in December 2017, Dr. Bierkamp was a senior policy analyst with Wells Fargo Advisors and a senior vice president of portfolio management at Vescore where he was head of trading and execution.  He earned his Diplom-Kaufmann in economics and his doctorate in statistices and economics from Friedrich-Alexander Universital Erlangen-Numberg.

Topic:  Advisor As Chief Investment Officer -- An Agenda for Investment Committee Meetings
          (Accepted for -1- CFP® CE Credit)

Most advisors’ time is occupied with managing clients, managing compliance, and managing their practice. Yet clients want their financial advisor, first and foremost, to serve as a fiduciary, as their Chief Investment Officer.  This talk helps you cut through the noise of the talking heads and identify what you and your clients should be focused on as you look to tune up your portfolio in this turbulent environment using Fidelity’s multi-horizon framework.  We give the advisor an Agenda for Investment Committee Meetings on current hot topics to engage the client.  We pinpoint common mistakes, offer actionable guidance to navigate the current market, and give you the talking points you need to help your client to achieve their wealth goals.

June 14, 2022 (Tuesday)   -- Lunch at 11:30 am at Dave & Busters
Program:  Noon to 1:15 pm

Program:  Active vs Passive -- Individual Securities vs Funds

Since the Great Financial Crisis of 2008, passive investing has been an excellent alternative to traditional active management.  As a general observation, higher performance, lower cost, ease and speed of trading and diversification all favored a passive approach.  This presentation will examine whether that is likely to continue in the years ahead.  Similarly, investors have a choice whether to use funds or individual securities.  The presentation will also explore the relative merits of these strategies.             (Accepted for -1- CFP CE Credit)

  Speaker:  Seven Nelson, CFA -- Capital Insight Partners

Steve is the Chief Executive Officer of Capital Insight Partners. He is a past Trustee of the Phoenix Art Museum and served on the Board of Directors of the Catholic Community Foundation and CFA Society of Minnesota. He has experience with finance and investment, audit and development committees. He is a strong board member in those areas and brings a keen focus on governance structure and strategic thinking. Steve actively seeks a for-profit board role in the Western U.S. His media work includes quotes in the Wall Street Journal, other print, radio and television appearances. Steve is reachable at (480) 295-7020 and This email address is being protected from spambots. You need JavaScript enabled to view it..

July 12, 2022 (Tuesday) -- Location TBA

Lunch at 11:30 am        Program at 12:00 pm

Cost:      Lunch Participants -- No charge

Program:  Digital Assets    (Accepted for -1- CFP® CE credit)

This program will provide background on House Bill 2108  that failed to pass the 2022 Hawaii legislative session & the current law in place governing money transfer businesses.   HB 2108 would have Hawaii enact a first of its kind license for digital currency companies and a regulator sandbox aka the Digital Currency Innovation Lab (DCIL).  Also of concern are those companies operating outside of the DCIL.  The balance of consumer choice and financial innovation with consumer protection is a major concern.

A task force will be established and report back prior to the start of the 2024 legislative session.  The current pilot program was set to expire on June 30 but instead has been extended for another two years. Note that the state’s program does not insure against customer financial losses, and a disclosure is made that customers could lose all the money they invest.

The existing 15 participants are Apex Crypto, bitFlyer USA, BitStop, BlockFi Trading, CEX.IO, Cloud Nalu, Coinme, ErisX, Flexa Network, Gemini Trust Co., Novi Financial, Provenance Technologies Inc., River Financial, SoFi Digital Assets LLC and Uphold HQ Inc.  Robinhood dropped out.

Speakers:    

Iris K. Ikeda, Commissioner of Financial Institutions – DCCA
     Iris Ikeda has been Commissioner since January 2011 & served as Chairperson of District V of the Conference of State Bank Supervisors from 2014 to 2019.  She also served as Associate Counsel at American Savings Bank and Legal Counsel & SVP at Ohana Pacific Bank and Finance Factors.  She’s a graduate of UH Manoa with a BA in Political Science & Government, earned her JD at Willamette University College of Law & also attended Pacific Coast Banking School at the University of Washington.                            
                                                                                                                      and

Ellen Ng, Economic Develpoment Specialist -- Hawaii Technology Development Corporation

     Prior to joining HTDC, Ellen Ng served as a B2B Business Development Associate for LG Mobile. In that role, she worked in Silicon Valley alongside rising startups like Box, DocuSign, and Okta, and she witnessed their growth from infancy to the large entities they are today. Ellen also served as the Go-to-Market Lead for startups in the Singapore-based accelerator, The Co-Foundry (now known as TNB Ventures). Today, she helps small-medium tech companies grow beyond Hawaii.

August 9, 2022 (Tuesday) - Oahu Country Club (Gallery)
Lunch service at 11:30 am
Program at 12:00 pm to 1:15 pm

     Speaker:    Brandon Lau, REALTOR® of Chaney Brooks Choice Advisors

Topic:     CARE For Our Kupuna

Although a successful realtor, Brandon is also active with KupunaWiki, a Hawaii Senior Resource Center.  It is from that perspective the he will share the diligence and expertise needed to assist our kupuna in their various transitions of life.  Four areas will be considered for kupuna (in & out of the workforce) and their families to plan for a healthy lifestyle to help ensure that their best years are yet to come.  When these issues are adequately addressed then your senior clients will receive the kind of care they deserve.

September 13, 2022 (Tuesday) at Oahu Country Club -- 150 Country Club Road, Honolulu, HI  96817

Lunch at 11:30 am                   Program from Noon to 1:15 pm

Annual Participants:  No Lunch Fee Required for This Meeting

Program:  The Future of Financial Advice

Many advisors are faced with multiple rapidly changing industry dynamics and need to evolve their startegy by addressing these changing forces.  This program will help you define and answer the following questions:

What does it mean to be a "financial life manager?  What is the impact toyour practice and the client experience?  What is an advisor's true deliverable?  How do you change the conversation on value by answerting the "right" questions in the marketplace?                   -1- CFP® CE Credit  Approved

         Speaker:   Robert Montella, Senior Strategist - Goldman Sachs

Rob serves as a Senior Strategist in Business Practices' for GSAM's Strategic Advisory Solutions team. He specializes in the delivery of practice management tools and services designed to improve financial advisors' business efficiency and productivity.

Prior to joining Goldman Sach's, Rob spent 16 years with Ameriprise Financial, most recently as a Managing Partner with RiverSource University. In that role, he was instrumental in the development and implementation of a program that provided performance coaching and practice management consultation to top financial advisors at over 20 firms.

Rob's work in the areas of Emotional Intelligence and Behavioral Finance has been featured in many industry journals and more recently in the book, "Educating Others to be Emotionally Intelligent."  He received his Bachelor's degree from the Governor's State University.

October 11, 2022 - The Pacific Club - Card Room  (1451 Queen Emma Street, Honolulu)

Lunch at 11:30 am            Program:  Noon to 1:15 pm

Program:   Seeking Opportunity in Global Real Estate

This program will discuss the opportunities and pitfalls of commercial real estate today....how it can benefit portfolio allocation and how current economic events are shaping the marketplace.

Presenters:

      Omar Thowfeek, Managing Director - Investments -- Hines Global Income Trust

Omar Thowfeek directs and leads investment strategy for the Hines Global Income Trust. With 15 years of experience acquiring, managing, and divesting commercial real estate in over 14 different countries in all asset classes, Omar provides a unique vantage point in analyzing cross-border investment activity, geo-political impacts on real estate, and global trends impacting the commercial real estate universe. Omar graduated from The University of Texas at Austin with a B.A. in History and a B.B.A in Finance and is also a guest lecturer at Rice University.

    Jeffrey T. Walters, CFP®, CMFC® - Senior Regional Director - Hines Securities

Jeff Walters oversees raising capital for Hines Securities in six states on the West Coast.  He has held this role with Hines for 11 years and was in similar roles for firms like Hartford Funds for 22 years altogether now.   Having an extensive history of working with RIA’s and independent planning firms and their investment portfolios, he has unique insights on best practices in the diligence, implementation, and management of alternative investments.  Jeff graduated from the University of Washington with a B.A. in Business with a concentration in Finance and has the designation of Certified Financial Planner®.

Company Overview:

Hines is a privately owned global real estate investment firm founded in 1957 with a presence in 255 cities in 28 countries. Hines oversees investments totaling approximately $90.3 billion. Historically, Hines has developed or acquired approximately 1,486 properties, totaling over 492 million square feet. The firm currently has more than 171 developments underway around the world across all property types. Hines is one of the largest and most-respected real estate organizations in the world.

November 3, 2022 (Thursday) -- Oahu Country Club -- 150  Country Club Road, Honolulu, HI  96817

All Day Program & Registration Info --  see page 4 for registration form.....pay online or complete form & mail in your check.

Time with our Partners:  8 -8:30 am & 11:30 am to noon

Cost:  Members  $159 (full day)

Speakers & Topics:

8:30 am:  The Guide to the Markets -- Jack Manley, JP Morgan

9:30 am:  An Introduction to Climate Investing -- Bill Fagan, KraneShares

10:30 am:   The Playbook for Hosting Successful HVW Family Meetings -- Mark Warren, MFS

Lunch Program:  Navigating Hawaii's Changing Real Estate Market -- Brandon Lau, Realtor, Chaney Brooks Choice Advisors

1:30 to 3:30 pm:  CFP Board's Revised Ethics Code & Standard with Dan Candura (2 hours CFP® CE ethics program -- Dan Candura will be IN PERSON)

 Questions:  Call 808-394-3451